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Fireflies.ai + Salesforce + ChatGPT (OpenAI)

Create lead in Salesforce when ChatGPT summarizes Fireflies transcripts

With this Zap, whenever Fireflies creates a new meeting transcript, ChatGPT automatically generates a concise summary and adds it to Salesforce as a lead with a note. Your sales team will stay updated with crucial insights from each conversation—without wasting time reviewing lengthy call transcripts.

With this Zap, whenever Fireflies creates a new meeting transcript, ChatGPT automatically generates a concise summary and adds it to Salesforce as a lead with a note. Your sales team will stay updated with crucial insights from each conversation—without wasting time reviewing lengthy call transcripts.

  1. When this happens...
    Fireflies.aiFireflies.ai
    New Meeting

    Triggers when a new meeting with transcripts is created.

    TriggerInstant
  2. automatically do this...
    ChatGPT (OpenAI)ChatGPT (OpenAI)
    Conversation (Legacy)

    Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.

    ActionWrite
  3. then do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • Transcript Format

    • Include Speaker Names

    • Include Timestamps

    • Notes List Format

    • Custom Topics to Include

    Trigger
    Instant
    Try It
    • Transcript Format

    • Include Speaker Names

    • Include Timestamps

    • Notes List Format

    • Custom Topics to Include

    Action
    Search
    • Meeting Title

    • Date

    • Host Email

    • Participant Email

    • Transcript Format

    • Include Speaker Names

    • Include Timestamps

    • Notes List Format

    • Custom Topics to Include

    Action
    Search
    • Message

    • ImageRequired

    • Max Tokens

    Action
    Write
    • Audio URL LinkRequired

    • TitleRequired

    • Participant Name

    • Participant Email

    • Participant Phone

    Action
    Write
    • Meeting IdRequired

    • Transcript Format

    • Include Speaker Names

    • Include Timestamps

    • Notes List Format

    • Custom Topics to Include

    Action
    Search
    • Message

    • ImagesRequired

    • Max Tokens

    Action
    Write
    • Text to Be AnalyzedRequired

    • ModelRequired

    • Analysis TypeRequired

    • Info 1

    • Temperature

    • Top P

    Action
    Write
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About Fireflies.ai

Automatic notes from every meeting. Fireflies dials into your call to take notes. Automate actions by setting custom commands and alerts.

Related categories

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.
Triggers & Actions